13F Insight
DOSSIER · 13F-HR · Q1 2026

Wealth Quarterback LLC

$254M in tracked AUM across 163 positions as of Q1 2026.

WQ
CIK 0001803386 · last filed Mar 31, 2026
Total AUM
$254M
as of Q1 2026
Holdings
163
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Wealth Quarterback LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$37M57K14.5%02
IAU
ISHARES GOLD TR
$16M181K6.3%03
QUAL
ISHARES TR
$14M71K5.3%04
QQQ
INVESCO QQQ TR
$10M18K4.0%05
AAPL
APPLE INC
$9M37K3.7%06
DVY
ISHARES TR
$7M43K2.6%07
SMH
VANECK ETF TRUST
$6M16K2.4%08
XOVR
ENTREPRENEURSHARES SERIES TR
$6M364K2.4%09
FBCG
FIDELITY COVINGTON TRUST
$6M122K2.4%10
FBTC
FIDELITY WISE ORIGIN BITCOIN
$6M104K2.4%

Filing history

2026Q1Mar 31
$254M▼ 8.6%
163 positionsView →2025Q4Dec 31
$278M▲ 7.4%
151 positionsView →2025Q3Sep 30
$259M▲ 22.6%
155 positionsView →2025Q2Jun 30
$211M▲ 18.7%
138 positionsLocked2025Q1Mar 31
$178M▼ 16.6%
124 positionsLocked2024Q4Dec 31
$213M▲ 10.8%
119 positionsLocked2024Q3Sep 30
$192M▲ 8.9%
130 positionsLocked2024Q2Jun 30
$176M▼ 1.5%
124 positionsLocked2024Q1Mar 31
$179M▲ 9.3%
119 positionsLocked2023Q4Dec 31
$164M▲ 41.7%
117 positionsLocked2023Q3Sep 30
$116M▼ 19.9%
111 positionsLocked2023Q2Jun 30
$144M▲ 22.5%
122 positionsLocked
Showing 12 of 23